Petros Family Wealth

EST. AUM
$341,596,465

CONTACTS
3

CLIENT ACCOUNTS
1,736

Firm Details

Metro area Minneapolis
CRD Number 324059
Website petrosfw.com
Client types

Overview

Petros Family Wealth offers comprehensive financial planning for families and businesses, focusing on wealth optimization, tax reduction, estate planning, and legacy strategies. They provide personalized investment management, business strategies, and philanthropy guidance, aiming to be a strong financial foundation for clients, especially during challenging times.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Petros Family Wealth

Platform Details

Investment Preferences

Alternative Activity

Address

Products & Services

Resources

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Company